Years of
Experience
Professional Financial Consultant.
Carol Ronnell
Elizabeth.
With my deep expertise and unwavering commitment, I have the skills and insights needed to enhance your portfolio's profitability and effectively diversify your investments.
37
324+
Portfolios
Handled
Handled
1K
Happy
Clients
Clients
1250+
Assets
Under Managment
Under Managment
My Quality Services
Licensed Financial Consultant, delivering Tailored Financial Strategies with Precision and Dedication. I Value Every Client’s Unique Goals, Crafting Solutions That Elevate Wealth Management to Extraordinary Heights.
Carol Ronnell Elizabeth
Solid 37 Years of Experience
Professional Stock Broker & Investment Advisor
I provide advice about securities to clients; in addition, structuring, developing & implementing highly profitable investment & trading strategies to ensure 99% profit in every financial adventure.
- Easy Trading & Investment Processes ✓
- Regular Updates & Market Insights ✓
- 24/7 Digital & Stock Options Support ✓
Professional Work History
I have accumulated over 37 Years of Experience
2015 - Present (9 Years)
Investment Advisor
AVANTAX INVESTMENT SERVICES, INC. (CRD# 13686)
1997 - 2016 (17 Years)
CMS course
KMS FINANCIAL SERVICES, INC. (CRD# 3866)
I am registered with:
7 U.S. states and territories
1 Self-Regulatory Organization.
I have passed:
3 General Industry/Product Exams
1 State Securities Law Exam
My Education
Exam
Securities Industry Essentials Examination | SIE | 10/01/2018
General Industry/Product Exams
Exam
Uniform Securities Agent State Law Examination | Series 63 | 05/10/1988
State Securities Law Exams
Exam
Direct Participation programs Representative Exammination | Series 22 | 07/08/1988 |
General Industry/Product Exams
Exam
Uniform Securities Agent State Law Examination | Series 63 | 05/10/1988 |
State Securities Law Exams
My Client's Stories
Helping you build, grow, and protecting your wealth through personalized financial strategies and disciplined investment management.
“Working with Carol Ronnell Elizabeth has completely transformed my investment strategy. Their deep market insights and personalized approach helped me achieve consistent growth, even during volatile times.
Jamie Reynolds
Senior VP at Marketforce Capital Group
"I’ve had multiple advisors over the years, but none compare to Carol Ronnell Elizabeth. Their transparency, expertise, and dedication to my financial goals make them truly exceptional."
Mary Chen
Account Manager at Evergreen Financial Partners
“Carol Ronnell Elizabeth doesn’t just manage wealth—they build lasting relationships. Their proactive advice and disciplined strategy have significantly increased my portfolio’s performance."
Phillip Mercer
CFO at Summiton Investments
“I trust Carol implicitly with my investments. Their analytical rigor and long-term vision have delivered outstanding returns for my family’s wealth.
James Whitmore
Senior Software Dev, Cosmic Sport
“Few advisors truly listen, but Carol takes the time to understand my goals and crafts strategies that work. A game-changer for my financial success!
Tim Bailey
SEO Specialist, Theme Junction
“As a business owner, I needed an advisor who understood both personal and corporate wealth strategies. Carol delivered beyond measure—highly recommend!"
Gregory Shaw
At Shaw & Associates